Early Careers: Intern Conversion Only: Investment Analyst - 2025

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The Business

The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios. This is delivered to clients by providing expert advice on their investments and decision-making processes, making investment decisions on their behalf through delegated investment services and providing investment tools. Our clients are a diverse range of institutional investors, including corporate pension plans, defined contribution plans, and more. As a trusted partner to over 1,200 clients, we advise on over $2.6 trillion of global assets.

The Role

You will be part of a collaborative team, working alongside some of the industry’s top consultants. You will work on a wide variety of projects working for sophisticated clients, including many household names.

The investment business offers a range of career paths to suit individual skills and interests. Whether your career path focuses on implementing innovative investment solutions, deep research of global asset classes, managing risk through sophisticated modelling, improving investment outcomes through expert advice, and more.

You will work in one or more of the following teams:

• Client Team – You will support client teams that manage client relationships, offering best-in-class investment advice and innovative solutions. We work mainly with corporate retirement plans and our clients include defined benefits pension plans and defined contribution plans (401(k), 403B(b), etc.). Some of the client projects you will complete may include investment strategy, liability hedging, governance checklists, performance calculations, manager searches and selection, manager monitoring, etc. Our ultimate mission is to create better outcomes for plan beneficiaries.


• Content Team (Manager Research) – You will work as part of a research team, using robust research techniques to form a view of Investment managers across the world and across asset classes. This research contributes to building investment portfolios that seek to deliver differentiated investment outcomes, both from a return and risk perspective.


• Content Team (Portfolio Management) - You will work as part of our delegated portfolio management team, combining top-down and bottom-up manager and asset class research and best in class analytics to direct portfolio investment decisions. You will be managing portfolio exposures across both multi-asset portfolios, as well as asset class specific funds (such as equities, alternative credit, real assets and liquid alternatives).

We support graduates to develop a broad range of technical and soft skills. This breadth of knowledge across the investment spectrum will allow you to identify which topics you find most interesting and explore them further.

About you.

• Summer 2024 Intern within the WTW Investment line of business


• Pursuing a Bachelor’s Degree and a minimum GPA of 3.0 shown on resume (no major/minor specification)


• Proactive team player


• Project management skills, with good attention to detail and the ability to meet deadlines


• A desire and curiosity to learn


• Knowledge of spreadsheet and presentation computer software, for example Microsoft Office or similar


• The career path for this role is an investment client consultant, client-facing, presenting investment ideas and solutions directly to clients (with the support and resources of WTW’s team of experts)


• Able to work legally in the United States indefinitely and without Visa sponsorship


• Accepting applications from summer 2024 interns within the WTW Investment line of business that graduate with a Bachelor’s or Master’s degree between May 2024 through June 2025

Compensation and Benefits:

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation:

The base salary compensation range being offered for this role is $68,000 - $70,000 USD. This role is also eligible for an annual short-term incentive bonus.
Company Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)


• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)


• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

WTW Work Flex:

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a “hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. Visit our career site for more information: https://careers.wtwco.com/wtw-work-flex/
Recruiting tips: WTW specializes in preparing for the unknown. Here’s how to get ready for the big day: https://careers.wtwco.com/hints-and-tips/

EOE, including disability/vets

At WTW, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It’s not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do including how we hire and promote, how we work with clients, and how our teams function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team.